See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,502 | $76,552+39.1% | $123,892-14.0% | $62,891+69.3% |
| Participation rate | 69.7% | 73.0%-3.3pp | 81.4%-11.7pp | 69.3%+0.4pp |
| Annual return | 6.58% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $996 | $2,883-65.5% | $4,617-78.4% | $2,281-56.3% |
| Participant deferral / active EE | $7,396 | $4,840+52.8% | $5,984+23.6% | $3,203+130.9% |
| Admin fee / account holder | $13,603 | $4,826+181.9% | $8,357+62.8% | $4,296+216.7% |